Our services are free from conflict of interest
- Selection and control of bank custody and execution
- Definition and constant revision of the investment policy
- Executive control reports on portfolio management
- Safety trigger for partial or total liquidation
- Coordination for tax compliance
About us
We seek to relate to those who share our values and definitions. For us, family wealth is the product of many years of effort and therefore deserves to be administered with justice and without conflicts of interest.
We are not intermediaries so we never receive commissions so our clients have full knowledge and control of costs.
Our Code of Conduct
- Integrity
- Moral endurance, righteousness of intention and honesty in conduct .
- Respect
- To customers, suppliers, partners and employees.
- Transparency
- Never hide or tamper with information
- Maximum celerity
- Do not delay the possible solution for interest or negligence.
- Positive Ownership
- Dealing with economic and private issues of clients as our own.
- Total discretion
- Absolute stealth even before family members, partners and employees.
